Strong relationships with the advisor community ignited his desire to become a wealth manager working directly with clients.
Joined Lido: 2016
Homebase: Scottsdale, AZ
Professional Focus: Louis offers unbiased, independent wealth planning solutions to high-net-worth individuals and families. He is focused on cultivating life-long relationships with his clients by focusing on excellence every day.
Education: B.A., Political Science and Government, Vanderbilt University
Previous Work Highlights: Spent 17 years with Direxion Investments with several positions across sales, product development, and marketing, eventually becoming Senior Regional Director. Previously, he helped launch Morgan Stanley’s first asset allocation platform. Throughout his career, he has provided innovative approaches for clients, especially during major corrections. He was instrumental in developing 3x ETFs during the Great Recession of 2008, based on his understanding of the marketplace and his clients expressed need for products to potentially take advantage of market volatility.
Personal Facts: In his spare time, Louis enjoys hiking, personal fitness, being part of the Dads’ Club at his son’s and daughter’s high school and coaching his son’s football team. He is also involved in "Saving Amy", a Phoenix based charity dedicated to creating financial stability and community for homeless families.
